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How to Transfer Money to a Contact

You can start a transfer from the Contacts list or directly from an active bank account in the Contact Details page. Depending on where you start the transfer, some information may already be selected.

To make a transfer:

Select the contact, if not already selected.
Select the bank you want to transfer from.
Select the bank account you want to transfer to.
Enter the transfer amount and purpose.
Add a description and tag if needed.
Upload a receipt, if needed.
Review the transfer details, including the sender and recipient information.
Submit the transfer.

Note: Transfer availability depends on your company’s enabled services, your permissions, and the bank account status. Local transfers may take up to 1 working day, while international transfers may take up to 4 working days.

Pay Out transactions can appear as Pending, Successfully Processed, Rejected, Cancelled, or Tanked. For Pending transactions, select Update Status to view the latest status.

Updated on: 14/09/2026

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